Matthew J. McDonald

Matthew J McDonald [ChFEBC℠]

Organization: Matt McDonald Financial

Broker Dealer: Cetera Advisors

Business Address: 8900 Mineral King Ct    Elk Grove, CA  95624

Phone:   Direct # 916-714-8765

Fax: 866-204-3379


States Currently Licensed: CA, MA, FL, OR

Primary State Insurance License #: 0C37714

CRD#: 3044380

Primary Insurance Companies: I use “A” rated companies to meet my clients health, life, long term care and disability needs

Services you provide: I offer a free consultation to provide an analysis on how to maximize “Federal Benefits.” This includes a full needs analysis, pension review, retirement eligibility forecast, TSP review and FEGLI review.

Primary Investment Companies: I am an Investment Advisor Representative who has a fiduciary responsibility to act in my clients interests. By offering non-proprietary products I am able to find solutions to solve all my clients needs and goals.

Other information you would want us to add: Securities and advisory services offered through Cetera Advisors  LLC  (doing business in CA CFGA Insurance Agency), member FINRA/SIPC, Cetera is under separate ownership from any other named entity.

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